Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
NYC - New York City REIT, Inc. Stock Price, Fair Value and News
8.20
USD
-0.12
(-1.44%)
Market Closed
Watchlist
Share
Stock
/
NYC
/
Funds-Owners-Holders
Which funds bought or sold NYC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-07
Washington Trust Advisors, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
224
2024-05-02
Salomon & Ludwin, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
BOK Financial Private Wealth, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
13.00
2024-05-01
Blue Trust, Inc.
NEW
Premium
Premium
Premium
Premium
81.00
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
Newbridge Financial Services Group, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
131
2024-04-23
Global Retirement Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
193
2024-04-15
Sunbelt Securities, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
335
2024-04-05
CWM, LLC
UNCHANGED
Premium
Premium
Premium
Premium
145
2024-03-22
PNC Financial Services Group, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-03-11
VANGUARD GROUP INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-16
HARBOUR INVESTMENTS, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-14
AE Wealth Management LLC
NEW
Premium
Premium
Premium
Premium
10,368
2024-02-14
BANK OF AMERICA CORP /DE/
ADDED
Premium
Premium
Premium
Premium
228
2024-02-14
Coppell Advisory Solutions LLC
NEW
Premium
Premium
Premium
Premium
482
2024-02-14
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
20.00
2024-02-13
MORGAN STANLEY
ADDED
Premium
Premium
Premium
Premium
116
2024-02-13
Tower Research Capital LLC (TRC)
REDUCED
Premium
Premium
Premium
Premium
712
2024-02-13
BlackRock Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-13
GEODE CAPITAL MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
17,640
2024-02-12
OSAIC HOLDINGS, INC.
REDUCED
Premium
Premium
Premium
Premium
2,517
2024-02-12
JPMORGAN CHASE & CO
REDUCED
Premium
Premium
Premium
Premium
2.00
2024-02-09
UBS Group AG
ADDED
Premium
Premium
Premium
Premium
147
2024-02-09
WELLS FARGO & COMPANY/MN
REDUCED
Premium
Premium
Premium
Premium
44.00
Rows per page:
10
25
50
All
1–25 of 34
Which funds are the top buyers of NYC?
Fund Name
# Shares
$ Value
% Port.
GEODE CAPITAL MANAGEMENT, LLC
17,640
140,624
-
AE Wealth Management LLC
10,368
80,127
-
Pinnacle Wealth Advisors
3,126
41,000
-
OSAIC HOLDINGS, INC.
2,517
20,048
-
Kore Private Wealth LLC
1,965
51,000
0.01%
American Portfolios Advisors
1,189
30,734
-
Tower Research Capital LLC (TRC)
712
5,675
-
Coppell Advisory Solutions LLC
482
3,842
-
Sunbelt Securities, Inc.
335
2,127
-
BANK OF AMERICA CORP /DE/
228
1,817
-
Rows per page:
10
1–10 of 34
Which funds have put a big percent of portfolio in NYC?
Fund Name
$ Value
% Port.
Kore Private Wealth LLC
51,000
0.01%
Blue Trust, Inc.
514
-
BANK OF AMERICA CORP /DE/
1,817
-
HARBOUR INVESTMENTS, INC.
-
-
VANGUARD GROUP INC
-
-
PNC Financial Services Group, Inc.
-
-
CWM, LLC
1,000
-
Sunbelt Securities, Inc.
2,127
-
Global Retirement Partners, LLC
1,226
-
Newbridge Financial Services Group, Inc.
832
-
Rows per page:
10
1–10 of 34
Trend of No. of funds that hold NYC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
AE Wealth Management LLC
80,127
Pinnacle Wealth Advisors
41,000
Coppell Advisory Solutions LLC
3,842
Blue Trust, Inc.
514
Additions
Fund Name
% Increased
MORGAN STANLEY
41.46
GEODE CAPITAL MANAGEMENT, LLC
9.87
UBS Group AG
8.09
BANK OF AMERICA CORP /DE/
4.59
Reductions
Fund Name
% Reduced
JPMORGAN CHASE & CO
-98.98
Royal Bank of Canada
-97.6
Global Wealth Management Investment Advisory, Inc.
-75.97
Tower Research Capital LLC (TRC)
-68.14
OSAIC HOLDINGS, INC.
-58.4
WELLS FARGO & COMPANY/MN
-27.87
American Portfolios Advisors
-13.76
Sold off
Fund Name
$ Sold
Salomon & Ludwin, LLC
-564
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
VANGUARD GROUP INC
-668,850
BlackRock Inc.
-3,858
PNC Financial Services Group, Inc.
-1,538
Kozak & Associates, Inc.
-1,381
Kalos Management, Inc.
-1,056